In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses the key Factor Exposures he’s long of in #Quad3 that are driving the market to all-time highs, as well as his global equity and commodity positions that are ripping higher.
"#Quad3 quite frequently sees All-Time Highs in the SPY’s. That’s because [high] Quality as a factor exposure did its job, absolutely pulverizing low-Quality. Don’t forget the index is hogged by high-Quality large-caps with quality balance sheets," explains McCullough, as he proceeds to highlight our key country and commodity longs given the current economic setup.
